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BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc.

Honeywell International Inc. · Mar 19, 2015 · 16 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 1
    BofAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE Andreas Kramvis, Vice Chairman
  2. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 2
    Todays Discussion Track Record Of Meeting And Exceeding Expectations - Delivered Again In 2014 - Confident In 2015 Outlook Businesses Well Positioned To Grow - Aero: Significant Wins Ramp, Inflection Point For Growth - ACS: Well…
  3. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 3
    Actual Performance Vs. External Guidance Met Organic Sales Growth EPS (Ex-Pension MTM) Exceeded Guidance Actual Guidance Actual 2010 1% - 4% 7% 12% - 19% 12% 2011 5% - 8% 8% 20% - 27% 35% 2012 4% - 6% 3% 5% - 11% 11%…
  4. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 4
    5-Year TSR Performance (Indexed) Total Shareholder Return 350 Honeywell Peer Average S&P 500 300 187% 250 109% 200 105% 150 100 2010 2011 2012 2013 2014 Peer Average Calculated Using Eight Industry Peers (COL,…
  5. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 5
    HON Growth Factors: Next 5 Years Unmatched Significant Platform Wins: 737MAX, 777X, C919 130B+ New Wins Upgrades Expand Growing Installed Base Aerospace Leading Aircraft Connectivity Revolution Global Turbo Penetration Up 10 pts…
  6. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 6
    Aerospace: Growth Accelerates Unprecedented Program Wins Honeywell Platform Position High Win Rate In All Businesses Aircraft In Total HON Value Entry Competitor Development/ Mechanical/Avionics/ Into Value Unmatched 130B+ New Wins…
  7. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 7
    Golden Age Of Turbos Industry Wide Adoption 20B+ Industry At Maturity Turbo Market Regulations Driving Turbo Pen Up 10pts To 43% By 2019 Growth Limited Oil Price Impact Macro Puts And Takes Aero Technology Advantage 100…
  8. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 8
    ACS: Great Positions In Good Industries Great Positions Automation And Good Industries Industry Position Control Solutions Env. & Combustion Controls ECC Building Automation, Room & 1 Buildings Combustion Controls, Elec.…
  9. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 9
    PMT: Investments Drive Future Growth 5% Organic Growth In 2014 Strong Year End Backlog Position Record 9.2B* Backlog Solstice LGWP Contracts Secured 2.4B In OEM Long Term Agreements HPS Margin Turnaround Leads Peers HPS Margins Up…
  10. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 10
    2018 Targets + M&A Sales Segment Profit / Margin (B) Segment Profit Segment Margin +5-8B 1 EPS From M&A 46 18.5% 40.5 - - 39.1 40.3 - 51 20.0% 17.6% 41.1 - 16.6% 17.9% 16.3% 2013 2014 2015E 2018T 2013 2014 2015E…
  11. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 11
    Key M&A Focus Areas Over 5-Year Plan Connectivity Hardware And Services Differentiated Technologies Cockpit Systems, Navigation Aerospace Mechanical Components Turbo Technologies Adjacencies To Leverage Growth Themes Of Connected…
  12. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 12
    Why HON Making Big Commitments Meeting/Exceeding Commitments Strong 2015 Outlook Positive Early View On 2016 On Track To Aggressive Long-Term Targets Capital Deployment Upside Consistently Executed Strategy = Terrific…
  13. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 13
    13 Bank of America Merrill Lynch Global Industrials & EU Autos Conference March 19, 2015
  14. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 14
    Appendix Reconciliation of non-GAAP Measures to GAAP Measures 14 Bank of America Merrill Lynch Global Industrials & EU Autos Conference March 19, 2015
  15. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 15
    Reconciliation Of Segment Profit To Operating Income And Calculation Of Segment Profit And Operating Income Margins (M ) 2013 2014 Segment Profit 6,351 6,696 Stock Based Compensation (1) (170) (187) Repositioning and Other (1, 2)…
  16. BOFAML GLOBAL INDUSTRIALS AND EU AUTOS CONFERENCE – Honeywell International Inc. – slide 16
    Reconciliation Of EPS To EPS, Excluding Pension Mark-to-Market Adjustment 2009(1) 2010(2) 2011(3) 2012(4) 2013(5) 2014(6) EPS 2.05 2.59 2.61 3.69 4.92 5.33 Pension Mark-to-Market Adjustment 0.64 0.41 1.44 0.79 0.05 0.23 EPS,…

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